Lady Chrisanta Rañola

US Tax Accountant

TOA Global

Sep 2024 - Current (1 year 10 months)

a. Review financial statements for tax adjustments and additional adjustments determined through tax strategies assessment b. Input book and tax adjustments in Quickbooks Online/Desktop and generate financial reports for tax workbook c. Tie-out Financial Statements to supporting documents and input finalized amounts to tax software (Drake, ProConnect or UltraTax) BookKeeping Review d. Bank transaction review and reconciliation e. Input necessary book adjustments, such as payroll and petty cash in Quickbooks Online f. Genarate Monthly/Quarterly Financial Reports and tie out to supporting documents Accomplishments: • Have a deep understanding of various tax strategies applicable for individual and business clients.

US Tax Associate II

Scalable OS

Feb 2023 - Sep 2024 (1 year 8 months)

a. Preparation of Federal and State Tax Returns for Businesses and Individuals using CCH Axcess, complemented by CaseWare and SurePrep. b. Making outbound calls for state tax payment confirmations on Secretary of States. c. Preparing Federal and State Tax Extensions and Estimates, as needed. d. Provide ad hoc services such as bookkeeping, Accrual to Cash Conversion of Trial Balance, preparing financial reports, Tax Reconciliation, track California tax basis, compute PTE Payable, reconcile books, bank reconciliation, preparing adjusting entries to be sent to clients for book adjustments, track basis of REOs, and other necessary working papers. Accomplishments: • Have successfully completed significantly large • Built-up firm

US Tax Accountant

TOA Global

Jul 2022 - Feb 2023 (8 months)

a. Preparation of Federal and State Tax Returns using ProConnect Tax, an Intuit Software.(Forms 1040, 1041 , 1120S, 1120, 1065, 990, CA100S, CA540/NR) b. Communicate with clients regarding request of tax documents and making follow-up calls and emails for pending tax information. c. Ensure clients are timely updated regarding the status of their tax returns and internal tracking were made for documentation including acquisition of transcripts from the IRS. d. Provide ad hoc services as needed. Examples are: Computation/ working paper of Gains or Losses from Cryptocurrency Transactions, Computation of Employee Retention Credit, assess applicability of available tax credits, bookkeeping for small entities such as single-owned LLCs, assess and

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Audit Associate

Navarro Amper & Co. - Deloitte PH

Jan 2022 - Jul 2022 (7 months)

a. Share insights into the theory and principles of accounting, and the objectives, standards and procedures of auditing to client situations with concerned staff. b. Ensured the client's significant manual and computerized systems and procedures, overall business operations and industries are understood, documented and evaluated for use in audit work. c. Always aware of significant problems and opportunities in our client's operations. d. Met the profession's and the Firm's technical standards as established in current professional pronouncements and the Firm's policies; always informed of current technical developments and pending matters important to our profession and clients. e. Familiarize with commonly encountered tax, SEC, or other

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Bookkeeper (Part-time)

Community Craft Ass'n

Dec 2020

of the Phil. l Sampaloc, Philippines Responsibilities: a. Recording and classifying of economic financial transactions to General Journals, posting of entries to General and Special Ledgers (Receipts and Disbursements). b. Correcting year-end errors and closing of books. c. Overseeing and reconciling Financial Transactions. d. Update and maintain accuracy of financial records.

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US Tax Associate

PwC - AC Manila

Nov 2020 - Jan 2022 (1 year 3 months)

a. Proactively assist the team in various aspects of the project. b. Preparing working papers per client's request, for tax return and any other compliance purposes. c. Prepare single and/or consolidated federal and state (partnership and corporation) tax returns using Gosystem/OneSource, Thomson Reuters Software. d. Keep up to date with local and national business and taxation issues. e. Clearing diagnostic errors for electronic filing of tax returns to IRS. f. Ensure adherence to compliance matter while developing internal relationships and PwC brand. g. Maintain proper ethics on every areas of engagements. Achievements: • To be appointed as a Point of Contact between Manila and Engagement Teams Overseas and get to experience communicati

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External Funds Accounts Associate

University of Santo Tomas l

Aug 2020 - Sep 2020 (2 months)

a. Assist in the audit and preparation of the quarterly and annual financial reports prepared by the External Funds Finance Officer. b. Ensures that all financial reporting deadlines are met, internally and externally/ c. Verifies copy of Memorandum of Agreement (MOA) including the Line Item Budget (LIB) of all externally funded research projects under the OVRI and the research centers; d. Verifies the requisitions, liquidation reports and validates the supporting pertinent documents (request letters, contracts, official receipts, invoices, etc.) submitted by researchers and check whether the transactions are authorized and within the approved Line Item Budget of the Externally funded projects. e. Verifies the check vouchers and supporting

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Accounting Intern

Asalus Corporation (Intellicare)

Jul 2019 - Aug 2019 (2 months)

a. Preparing end-of-the-month closing of the books. b. Bank Reconciliation. c. Proofreading of checks and vouching for disbursements (Acknowledgement Receipt). d. Bookkeeping using the company's own-built software. e. Collecting data by creating soft copies.

Lady Chrisanta Rañola

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